Raymond James Financial
ORRF icon

Raymond James Financial’s Orrstown Financial Services ORRF Stock Holding History

Raymond James Financial’s Portfolio ORRF Stock Details ORRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$504K Buy
+13,960
New +$506K ﹤0.01% 4333
2025
Q3 		– Sell
-1,419
Closed -$45.2K – 6198
2025
Q2 		$45.2K Buy
+1,419
New +$42K ﹤0.01% 5223

Other funds holding ORRF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial's ORRF Position: Q1 2026 in Review

Raymond James Financial opened a new position in Orrstown Financial Services (ORRF) in Q1 2026: 13,960 shares worth $504K. The stake represents ﹤0.01% of the portfolio and ranks #4333 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in ORRF as recently as Q2 2025.

Raymond James Financial first reported a position in ORRF in Q2 2025 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Raymond James Financial held 13,960 shares of Orrstown Financial Services worth $504K as of Q1 2026.
  • Orrstown Financial Services was a new Raymond James Financial position in Q1 2026.
  • Orrstown Financial Services made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4333 holding.
  • Raymond James Financial first reported a position in Orrstown Financial Services in Q2 2025 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.